- HUB International (Charlotte, NC)
- …**REQUIREMENTS:** + Bachelor's degree preferred. + 7-10 years' experience in qualified plan retirement investment industry. + Must have maintained a Series ... 6 or 7, and 63 or 65 license. + Knowledge of RPAG Retirement Plan Fiduciary analysis tool or similar program + Must be well-organized and a self-starter to… more
- Bank of America (Huntersville, NC)
- Merrill Financial Solutions Advisor - Charlotte & Associates Market Charlotte, North Carolina;Huntersville, North Carolina **Job Description:** **Job Description** ... and resources. During this stage of your journey, the Merrill Financial Solutions Advisor (Merrill FSA) will help provide you with the necessary training and… more
- Edward Jones (Charlotte, NC)
- …provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan , and tax-advantaged accounts: health savings account and flexible spending ... the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client… more
- H&R Block (Charlotte, NC)
- …services.** + **Benefits with additional eligibility requirements** **: Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan .** ... **524599BR** **Title:** Block Advisors Tax Advisor **Our Company** **:** At H&R Block, we...and have committed to a long-term strategy and transformation plan known as Block Horizons 2025. Our end goal… more
- Comerica (Charlotte, NC)
- …for the success of the client relationship. What we can offer you * Comerica Funded Retirement Plan and 401(K) Matching * Paid Time Off (PTO) * Employee Stock ... Vice President, Senior Wealth Advisor The Vice President, Senior Wealth Advisor ...Purchase Plan * Paid Holidays, Floating Cultural Holiday * Medical, Dental,… more
- JPMorgan Chase (Charlotte, NC)
- …comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan , backup childcare, tuition reimbursement, mental health ... our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional...impact on our business. As a Senior Home Lending Advisor in Chase Home Lending, you will join a… more
- Bank of America (Charlotte, NC)
- Wealth Strategies Advisor Charlotte, North Carolina;New York, New York; Boston, Massachusetts; Melville, New York **Job Description:** At Bank of America, we are ... private planning business succession, global asset allocation, risk management and retirement planning. May also author whitepapers, articles and other material on… more
- Bank of America (Charlotte, NC)
- Financial Solutions Advisor - Consumer Investments - Charlotte, NC Charlotte, North Carolina;Charlotte, North Carolina; Charlotte, North Carolina **Job ... clients to review financial and investment goals, building a financial plan , and recommending brokerage products. Job expectations include applying and expanding… more
- Compass Group, North America (Charlotte, NC)
- …benefits. + Medical + Dental + Vision + Life Insurance/ AD + Disability Insurance + Retirement Plan + Paid Time Off + Holiday Time Off (varies by site/state) + ... projects, both independently and as part of a team. + Bilingual HR Advisor may assist with translation of investigative documentation from Spanish to English, as… more
- Ascensus (Charlotte, NC)
- …+ Maintains and expands TPA partner relationships according to the objectives and retirement plan goals as documented in the TPA strategic business ... attendance **Requirements:** + Minimum 10 years' strategic business development experience in the retirement plan industry + Series 6 and 63 (or the ability… more
- PNC (Charlotte, NC)
- …a growing business. You will work closely with the Institutional Asset Management Retirement Plan Advisors and Business Development Officers, and vendor systems ... as well as preparing client deliverables and communications to the Retirement Plan Advisors. Preferred experience/skills: *Investment due diligence *Experience… more
- Truist (Charlotte, NC)
- …profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset ... Accredited Asset Management Specialist AAMS(R) , Certified Trust and Financial Advisor CTFA(R), Chartered Life Underwriter CLU(R), CRPC(R) - Chartered Retirement… more
- US Postal Service (Charlotte, NC)
- …pay policies. We offer excellent benefits including health and life insurance, retirement plan , savings/investment plan with employer contribution, flexible ... audience. Serves as a subject matter expert and technical advisor in matters relating to the proper collection, preservation,...and shipment procedures sufficient to serve as a technical advisor in such matters and to ensure evidence handling… more
- US Bank (Charlotte, NC)
- …and long-term disability + Pregnancy disability and parental leave + 401(k) and employer-funded retirement plan + Paid vacation (from two to five weeks depending ... an opportunity to serve as a strategic partner and advisor to our Marketing and Analytics leadership team and...are expected from candidates. **Primary Responsibilities:** + Lead legal advisor to Corporate Marketing leadership team. + Key partner… more
- Edward Jones (Charlotte, NC)
- …are provided at no cost to associates. Edward Jones offers a 401k retirement plan , and tax-advantaged accounts: health savings account, and flexible spending ... critical member of that team along with the financial advisor . You are the first voice a client hears...them coming a mile away. You and your financial advisor are essential in working together to help your… more
- Principal Financial Group (Charlotte, NC)
- …project management methodology, serve as the main point of contact for clients/ advisor interaction through the onboarding process. + Take ownership for developing ... the onboarding plan and seeing...Possess a solid understanding of our competition and the retirement industry. + Effectively handle change and process improvements.… more
- Truist (Charlotte, NC)
- …including summarizing and evaluating complex financial documents, trust documents, wills, retirement accounts and other planning information for High and Ultra-High ... that may include: Complex review, analysis and diagram of existing estate plan and modeling of advanced estate, legacy and tax planning options/strategies. Creation… more
- TD Bank (Charlotte, NC)
- …generally manages a team greater than 5 Audit professionals/specialists + Strategic advisor to leadership team on the management of the portfolio and financials, ... using computer applications including MS Office + Advanced ability to lead, plan , implement and evaluate program/project activities to ensure completion of audit +… more
- Grant Thornton (Charlotte, NC)
- …program. Seasonal employees may also be eligible to participate in the firm's 401(k) savings plan and employee retirement plan in accordance with applicable ... and monitor multiple client services teams on client engagements; plan , execute, direct, and complete tax projects in a...business and process improvement and serve as a business advisor to client + Other duties as assigned You… more
- H&R Block (Charlotte, NC)
- …and services. + **Benefits with additional eligibility requirements** : Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan . + ... and have committed to a long-term strategy and transformation plan known as Block Horizons 2025. Our end goal...state requirements + High school diploma / equivalent or higher **Posting Title:** Block Advisor Tax Associate **Sponsored Job:**… more